Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $981 | $104,664-99.1% | $85,693-98.9% | $167,518-99.4% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.9%-49.9pp | 82.1%-62.1pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $195 | $4,824-96.0% | $3,923-95.0% | $6,342-96.9% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |